Park City, UT
Lindsey Lewis
Hi, I’m Lindsey👋🏼. I am a financial advisor serving clients in Salt Lake City, UT and Park City, UT, partnering with high-net-worth individuals/families, entrepreneurs, and professional athletes to simplify complex financial lives, guide high-stakes decisions, and build strategies that hold up through growth, change, and transition, for example, divorce.
Backed by more than a decade in wealth management and leadership at The American College of Financial Services, I combine deep technical knowledge with a modern, thoughtful approach to advice. I go beyond traditional planning to serve as a strategic thought partner, helping clients align their financial decisions with their long-term vision and what matters most to them.
I simplify complex financial lives, helping clients make confident decisions and build wealth that supports a more intentional, enriched life.
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TAKE CONTROL OF YOUR FINANCIAL FUTURE
Financial Planning & Analysis
Personalized wealth management helps our clients protect their assets. We use a holistic approach to financial planning that integrates tax strategy, trust & estate planning, and risk management.
STRIVING TO MINIMIZE YOUR TAX BURDEN
Tax Optimization
We aim to take the ambiguity out of tax planning by utilizing tax-reducing strategies that encompass your overall tax liability. We do it by putting together a game plan that is specific to your needs.
DIVERSIFICATION AND INNOVATION IN PORTFOLIOS
Alternatives Investing
We actively research alternative investment opportunities and monitor your portfolio investment holdings, bringing together actionable insights and forward-thinking risk assessments.
STRATEGIC, DATA-DRIVEN INVESTING TO TARGET AMBITIOUS RESULTS
Investment Management
End-to-end investment management focused on tailoring portfolios to each client’s specific circumstances and preferences. Our holistic approach will take into consideration all facets of your situation along with current economic data to optimize your portfolio's risk and return.
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Lindsey
Lindsey Lewis, MBA, ChFC®, CFP®, is a Park City-based financial advisor with Blue Barn Wealth, known for helping clients simplify complex financial lives and make confident decisions through moments that matter most. She works with high-net-worth individuals and families, entrepreneurs, and professional athletes, guiding them through growth, success, and transition with clarity, structure, and intention.
In addition to her advisory work, Lindsey serves as Managing Director at The American College of Financial Services, where she is focused on shaping the future of financial advice and developing the next generation of professionals. She also contributes to Advisor Launch Lab, supporting the development of advisors as they build and grow their practices. Her work has earned national recognition, including InvestmentNews Hot List in 2025 and 2023, as well as the InvestmentNews Trailblazer Award and other industry honors recognizing her impact on the profession.
Outside of her professional work, Lindsey brings the same level of energy and intention to her personal life. She is a mom of two, a yoga teacher, and someone who prioritizes strength, movement, and balance, values that carry through to how she approaches both life and wealth.
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How did you become a financial advisor?
I started my career at the intersection of women and money, after seeing how transformative financial confidence can be. That work gave me a deep understanding of how people think, feel, and make decisions about money.
Over time, that foundation expanded into a broader advisory practice where I now work with individuals and families navigating complexity, growth, and transition. The common thread has always been helping clients make informed decisions, simplify complexity, and move forward with confidence.
What types of clients do you work with?
I work with high-net-worth individuals and families, entrepreneurs, and professional athletes who are navigating growth, success, or meaningful life transitions. Many of my clients are balancing multiple priorities and looking for a trusted partner to help them simplify decisions and think strategically about their financial lives.
While my career began with a focus on women, that perspective continues to inform how I approach advice today, bringing a more thoughtful, relationship-driven experience to a broader range of clients.
What areas of expertise do you have?
My work centers on comprehensive financial planning, investment strategy, and helping clients navigate complex financial decisions with clarity. I focus on connecting all aspects of a client’s financial life so each decision supports a cohesive, long-term strategy.
In addition to my client work, I bring industry leadership experience focused on advisor development, evolving client needs, and the future of financial advice.
What kinds of strategies do you help clients with?
I help clients with a wide range of planning needs, including investment strategy, retirement planning, and structuring their financial lives in a more intentional and organized way.
Many of the conversations I guide are tied to pivotal moments such as business growth, liquidity events, or life transitions like divorce. My role is to simplify those decisions, bring structure to the process, and ensure each step aligns with a broader long-term plan.
What is your favorite part of working with clients?
My favorite part is seeing the shift that happens when clarity replaces uncertainty. When clients understand their options and begin making decisions with confidence and intention, it changes not just their financial lives, but how they show up in other areas as well. Being part of that process is incredibly meaningful.
What is it like partnering with Savvy?
Working with Savvy allows me to combine personalized advice with modern technology and infrastructure. It creates a more seamless and efficient client experience while keeping the focus where it belongs on thoughtful planning, strong relationships, and long-term outcomes.
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Neither Savvy Wealth, nor Savvy Advisors compensates directly for testimonials or endorsements provided herein, by advisers. However advisors may have an indirect financial incentive to provide testimonials.
Blue Barn Wealth is a financial services group offering investment advisory services through Savvy Advisors, Inc. (“Savvy”). Savvy is an investment advisor registered with the Securities and Exchange Commission (“SEC”). Blue Barn Wealth is not a separately registered investment advisor.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
Third-party rankings and recognitions are not indicative of future investment success and do not guarantee that any client will experience a certain level of performance or results. Such ratings are not endorsements, and are not representative of any one client’s experience. Rankings are generally based on information provided by the adviser and/or assets under management. For additional information regarding the criteria and methodology used, please refer to the issuing organization’s website.
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